Bob C.

Co-Founder

Tech Enthusiast + AI Tool Creator

About

Bob C.

After two decades of creating, implementing, and managing strategic marketing camapigns, Bob is excited to take advantage of the latest AI tools to help clients with growth.

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Bob C.

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Your Complete CBDA/CDAA Certification Roadmap

The definitive guide for financial advisors ready to capture the crypto wealth management opportunity

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18

min read

Why 96% of Financial Advisors Need Crypto Expertise (And How to Get It)

The numbers don't lie: 96% of financial advisors received cryptocurrency questions from clients in the past year, yet only 35% can actually help with crypto investments.

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15

min read

CBDA vs CDAA: Which Crypto Advisor Certification Actually Matters?

As cryptocurrency becomes mainstream, financial advisors are rushing to obtain digital asset credentials. But not all crypto certifications are created equal. Two primary designations dominate the market: CBDA (Certificate in Blockchain and Digital Assets) and CDAA (Certified Digital Asset Advisor).

Brand

12

min read

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The AI Marketing Revolution: Why SMBs Must Act Now or Fall Behind Forever

Bob C.

About

Bob C.

Articles By

Bob C.

Your Complete CBDA/CDAA Certification Roadmap

Why 96% of Financial Advisors Need Crypto Expertise (And How to Get It)

CBDA vs CDAA: Which Crypto Advisor Certification Actually Matters?

Let’s simplify & automate your marketing campaigns